See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,949 | $183,519+24.2% | $155,509+46.6% | $145,922+56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,023 | $5,313-43.1% | $4,672-35.3% | $4,660-35.1% |
| Participant deferral / active EE | $12,561 | $6,462+94.4% | $5,626+123.3% | $6,688+87.8% |
| Admin fee / account holder | $62,593 | $19,313+224.1% | $15,912+293.4% | $13,397+367.2% |